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Clone User Profile - Safe impersonation

Please could we be able to clone a user so we can login and see what they can? This would copy all module granular permissions as well as Security and User groups. We can safely delete this temporary user after investigation without compromising t...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 1 In Discovery

Add pupils' preferred name to all email templates

Students' preferred names are important for our school. Since we are one of the international schools in China that use Chinese names for surname & forename, English names for preferred names. When our foreign teachers receive emails generated...
Guest about 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Period Default

In V7, you can't change the Default Period. In September times, this can be frustrating for customers who want to look at supplier or transactions but have to amend the period to all or enter period ranges. This can take longer and if they have a ...
Guest about 1 year ago in IRIS Financials / Future development 1 Planned

Scheduled Send for Email Manager

It would be really useful if we could save a template email (or draft a new email) and have it sent out on a schedule.
Guest about 5 years ago in IRIS Ed:gen & iSAMS / Control Panel 2 Good Feature

SendGrid friendly interface within iSAMS

We use our supplied SendGrid login to carry out tasks, like view bounces, but there is a lot that just tells me I don't have access to or need to pay more. It would make sense to use the SendGrid API to bring in only the options and features we ne...
Guest over 1 year ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Changing Users Permissions

Changing an individual's permissions is very time consuming when modules are not consistently setup with their own security options menu. Please can Registration Manager/Report Printing/Tracking to name just a few allow you to add in individual us...
Guest 10 months ago in IRIS Ed:gen & iSAMS / Control Panel 0 In Discovery

Audit log for user activity

Very limited to see other modules activity and should include Pupil Manager & Admission Manager. The audit log, not able to see the file name from description. It will useful can include the audit log to check the user activity when exported t...
Guest over 2 years ago in IRIS Ed:gen & iSAMS / Control Panel 0 Good Feature

Bring back the binocular search function

There used to be a binocular search on V6, why have you removed It ? That was the easiest way to find any invoice query. We know it already exists, but have you tried using it, its so complicated it takes too long.
Jamie Vincent over 2 years ago in IRIS Financials 3 In Development

Better search options in purchasing module

Allow for wider search criteria on the document search in financials purchasing module and allow for it to be exported. Currently you can only search by type, number, modified, date, creator, status, supplier, location and reference. It would be u...
Julie Fry 5 months ago in IRIS Financials / Future development 1 Under Investigation

Cleaning up Purchase Ledger

I am undergoing a purchase ledger tidy up, after 14 years of adding accounts, I need to rationalise and combine accounts to become PRF suppliers, however, this is creating a lot of closed accounts, is it possible to create an archive of these acco...
Jamie Vincent 6 months ago in IRIS Financials / Future development 2 Under Investigation